FALCONE INVESTMENTS LLC

Overview

Falcone Investments LLC is a small hedge fund–style manager organized as a limited liability company that runs at least one pooled investment vehicle. The firm positions itself on pooled portfolio management and operates with CPO/CTA activities, which implies routine use of derivatives and futures-style execution in its vehicles where appropriate. Its client base is institutional, and the business model combines a percentage-of-assets management fee with performance-based fees, consistent with hedge fund economics. With just one reported client and a single advised fund, Falcone Investments runs a concentrated, compact operation. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant. Reporting indicates it is not primarily a capital allocator, though it does make use of hedge fund structures and external hedge fund managers as part of its investment mix.

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Investments & Alternatives

Location & Offices